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CCD

Calamos Dynamic Convertible & Income Fund

57 hedge funds and large institutions have $95M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $84.8M → $95M (+$10.2M)

2% more funds holding

Funds holding: 5657 (+1)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.07% less ownership

Funds ownership: 17.01%16.93% (-0.07%)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
26
Paragon Wealth Strategies
Florida
$393K +$2.28K +102 +0.6%
CCG
27
Capital CS Group
California
$389K -$43.6K -1,955 -10%
NA
28
NewEdge Advisors
Louisiana
$378K +$29K +1,300 +8%
KPWS
29
Kestra Private Wealth Services
Texas
$364K +$3.03K +136 +0.8%
WS
30
Wedbush Securities
California
$324K -$18.5K -830 -5%
AR
31
Apeiron RIA
Texas
$306K +$1.29K +58 +0.4%
HA
32
Herold Advisors
New York
$302K -$58.7K -2,631 -16%
KAS
33
Kestra Advisory Services
Texas
$297K -$6.83K -306 -2%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$293K
WEG
35
World Equity Group
Illinois
$284K -$6.13M -274,704 -95%
RW
36
RVW Wealth
California
$281K
CF
37
Centaurus Financial
California
$250K -$11.7K -525 -4%
PIA
38
Perennial Investment Advisors
California
$244K +$26.8K +1,200 +12%
DWP
39
Daymark Wealth Partners
Ohio
$243K +$250K +11,200 New
SWP
40
Semus Wealth Partners
Florida
$237K -$2.19K -98 -0.9%
BW
41
Bison Wealth
Georgia
$235K
AWS
42
Atria Wealth Solutions
New York
$221K -$4.04K -181 -2%
TWP
43
Tempus Wealth Planning
California
$209K
HI
44
Harbour Investments
Wisconsin
$83.3K +$1.05K +47 +1%
WT
45
Washington Trust
Rhode Island
$49.9K +$51.2K +2,296 New
IRC
46
Investors Research Corp
Georgia
$46.5K
VWM
47
Valley Wealth Managers
New Jersey
$32.6K +$33.5K +1,500 New
GWS
48
Glassman Wealth Services
Virginia
$29.4K -$4.69K -210 -13%
NSIM
49
North Star Investment Management
Illinois
$20.7K
EC
50
Elequin Capital
New York
$19.6K -$2.88K -129 -13%

CCD Hedge Fund Activity: Q2 2023 in Review

57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q2 2023, worth a combined $95M — up 12% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CCD positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.93M. The largest seller was World Equity Group, cutting an estimated $6.13M.

  • 57 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $95M of Calamos Dynamic Convertible & Income Fund stock for Q2 2023, up 12% quarter-over-quarter.
  • 8 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q2 2023 and 5 closed out, a net change of +3 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q2 2023 was Wells Fargo, an estimated $1.93M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q2 2023 was World Equity Group, an estimated $6.13M sold.

Based on aggregated 13F filings for Q2 2023.